Personal Tax

To provide the Segal team with the information needed to complete your 2019 tax return, please choose one of the following options below.

Please note, your information must be submitted to Segal by April 23, 2020, to ensure your tax return is filed in time without incurring any penalties. 

Direct Online Submission

Step 1: Click the link below to access and complete your 2019 tax organizer.

Step 2: Complete the relevant sections of the document.

Note: After online completion, you will receive a verification email to complete signing. Please confirm once received.

Step 3: Gather and scan your tax slips and any requested supporting documents for all taxpayers. 

Step 4: Upload any supporting documents you have to our secure portal here. When uploading your file, please put your first and last name in the file name.

Downloading the Tax Package

If you choose to fill in the organizer by hand, you may do so by downloading it below.

Please fill it in with a black or blue ink pen and mail back to us at:

Segal LLP
York Mills Centre
4101 Yonge St., Suite 502
Toronto, ON M2P 1N6

Please include any required supporting documents, which we encourage you make a copy of and keep for your records.

Alternatively, you can download the organizer, complete, attach digital copies of  your supporting documents, and upload to our secure portal here. When uploading your file, please put your first and last name in the file name.

Once we have received your information, we will call to confirm and/or clarify information as necessary. In the interim, please do not hesitate to contact us with any questions or inquiries.

Please note:

  • With very few exceptions, electronic filing with the CRA is mandatory. Documents authorizing Segal to e-file your returns on your behalf must be signed.
  • The earlier we receive your information, the earlier we can complete your return. Note that the deadline to send us your documents is April 23, 2020. This is to guarantee we meet the CRA filing deadline.
  • Please remember that late filed returns, late payment of taxes owed, and/or failure to report income will result in interest and penalties by the CRA.
  • Please provide us with a private and current email address  so that we may contact you with any information regarding your filing.
  • All sensitive email communications will be password protected using your Social Insurance Number or available for viewing through the Segal client portal.
  • To receive your 2019 tax refund directly, please ensure that Segal has your banking information (a void cheque) to submit to CRA on your behalf. Security note: at no time will Segal staff and/or Partners call you to ask for your banking information. We will also not take that information from clients over the phone. To ensure protection of your data and information, please submit that information with your tax documents.

Questions? Contact us!